Whilst it is important to ensure that your clients understand that you are taking Will and Estate Planning instructions and are not tax advisors, it is useful if you are aware of how inheritance tax works and how it may impact your client’s estate….
The key to product selection is having a good understanding of your client’s financial situation, including their assets and liabilities, as well as a thorough understanding of their family tree and relationships. Fundamentally this starts with taking good client instructions and at The Business…
At the Business School of Will Writing, we are often asked by companies how much they should be charging their clients for each service. Whilst there is a slight difference depending on postcode, our experience is such, that the North/South price divide doesn’t really…
Today I’m going to talk to you about some of the reasons that customers say no to you.
Hi Guys, I want to talk to you today about the magic of 3, when building your business.
If you are interested in starting your own Estate Planning Business and are unsure if you should do so we have the perfect seminar for you. Join us for our free 1 hours seminar which gives you a glimpse into the industry and gives…
